Over the years, we have learned that to be good advisors, we have to do more than just propose good investments. We have to have patience and an ongoing commitment to listen to and know our clients. We have a personal interest in working with them to define their needs, helping them understand the circumstances and the different options available to them.

Personalized Portfolio Manager

We think that clients need access to their managers. This key element creates a strong link between client and manager and it ensures that the contact is personal.

A Partnership

One way to keep clients involved is to strengthen our partnership. As that relationship evolves, everyone takes part in the decision-making and clients are kept informed of the risks. We want to manage the risks for our clients while sharing the responsibility with them.

Who do we work with best?

Clients can be active, passive or both:

Clients participating actively are those who want to be involved in every investment decision in their portfolio.

Clients interested in being passively involved determine the risk profile they want and the investment strategy they prefer. From that point on, our team actively manages their portfolio on a discretionary basis.